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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
776
Wimmer Associates 1
California
$223K +$18.9K +400 +8%
EWA
777
Exencial Wealth Advisors
Oklahoma
$223K +$255K +5,392 New
IC
778
IEQ Capital
California
$221K -$187K -3,956 -43%
PAM
779
Palisade Asset Management
Minnesota
$221K – – –
GP
780
Girard Partners
Pennsylvania
$220K -$4.54K -96 -2%
GTAM
781
Global Trust Asset Management
Florida
$220K – – –
LRIA
782
Leonard Rickey Investment Advisors
Washington
$220K +$757 +16 +0.3%
RBC
783
Roble Belko & Company
Pennsylvania
$219K – – –
ANTB
784
AMG National Trust Bank
Colorado
$218K +$250K +5,280 New
WA
785
Waverly Advisors
Alabama
$217K +$189 +4 +0.1%
WWM
786
WT Wealth Management
Arizona
$215K – – –
TC
787
Truvestments Capital
Florida
$214K +$47.9K +1,012 +24%
KCM
788
Karp Capital Management
California
$213K -$229K -4,840 -48%
OCG
789
Opus Capital Group
Ohio
$212K -$189K -4,000 -44%
CAC
790
Core Alternative Capital
Georgia
$211K +$241K +5,104 New
PCMC
791
Private Capital Management (Colorado)
Colorado
$210K -$35K -740 -13%
GG
792
Gleason Group
Kentucky
$210K +$757 +16 +0.3%
CTA
793
Colonial Trust Advisors
South Carolina
$209K -$14.9K -316 -6%
SFG
794
SNS Financial Group
Minnesota
$208K -$91.7K -1,940 -28%
CFC
795
Coyle Financial Counsel
Illinois
$208K – – –
FPCP
796
Fort Point Capital Partners
California
$206K – – –
ZF
797
Zhang Financial
Michigan
$203K – – –
CAG
798
Curtis Advisory Group
California
$202K – – –
CAM
799
Covenant Asset Management
New Jersey
$200K – – –
LGWM
800
Litman Gregory Wealth Management
California
$200K – – –
30 31
32
33 34